Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

Education Planning and Funding ,   Retirement planning ,   Investment Portfolio Management ,   Social Security Planning ,   IRA and Small Business Retirement Plans ,   Creditor Protection Considerations ,   retirement income sustainability ,   Insurance Risk Management ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Retirement Savings and Retirement Spending Stress Testing ,   Asset Registration and Beneficiary Designation Reviews ,   Employee Benefits Reviews ,   emergency planning and disaster preparedness ,   Estate Planning ,   education planning ,   Saving for College ,   insurance planning and risk management ,   Tax Planning & Optimization